Assessment Guide
Assessment Guide
project
US ID: 243824
NQF LEVEL 5
ASSESSMENT GUIDE
US ID: 243824 Assessment Guide
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Table of Content
Introduction.................................................................................................................4
1. About this Assessment Guide............................................................................4
1.1 Alignment.....................................................................................................4
1.2 Assessment Guide.......................................................................................5
1.3 Assessment Instrument...............................................................................5
1.4 Assessment Principles.................................................................................7
1.5 Assessment Review........................................................................................8
2. Assessment Strategy..........................................................................................8
2.1 Assessment Activities and Methods............................................................8
Section: Assessment Strategy..............................................................................8
3. Portfolio of Evidence.........................................................................................10
3.2 Portfolio of Evidence Requirements..........................................................10
Assessment Planning and Preparation..................................................................11
1. Assessment Plan..............................................................................................11
1.2 Assessment Activities Checklist................................................................11
1.2 Assessment Activities Checklist................................................................12
2. Assessment Preparation..................................................................................12
Assessor Review Document...................................................................................14
Assessment Method Planning Sheet.....................................................................17
Candidate Action Plan and Unit Feedback............................................................18
OVERALL FEEDBACK REPORT TO LEARNER.....................................................19
Assessment Plan Form............................................................................................20
FSA (ACTIVITY 8) MODEL ANSWERS....................................................................22
Unit standard Description...........................................................................................26
Introduction
1. About this Assessment Guide
1.1 Alignment
The purpose of this guide is to provide the Assessor with guidelines on the
assessment of the Portfolio of Evidence submitted by the candidate for assessment
purposes.
Tip:
This Assessment Guide will provide the assessment strategy,
planning and preparation that the assessor must complete before
attempting the assessments in this unit standard.
This Assessment Guide must be read in conjunction with the programme material,
which is based on the following unit standards:
Pend.
REGISTRATION REGISTRATION REGISTRATION SAQA
STATUS START DATE END DATE DECISION
NUMBER
Reregistered 2010-06-14 2012-06-30 SAQA
0480/09
LAST DATE FOR LAST DATE FOR ACHIEVEMENT
ENROLMENT
2013-06-30 2016-06-30
Tip:
The assessment guide follows the generic assessment process as
outlined in the generic unit standard 115753 “Conduct outcomes
based assessment”.
The guide therefore contains the following documents for the assessor to complete
in the process of assessment:
Portfolio Checklist:
The purpose of this Guide is to record the learners’ progress and level of
competence in a reliable, standardized manner to assist in consistency of
assessment across all the learning modules of the unit standard, regardless of the
diversity of assessors using the guide, or candidate backgrounds.
The method of evidence recording that is used for all assessment activities are as
follows:
Competent
Competent
outcomes criteria (AC) assessments assessment NYC
Not yet
(SO) (FSA)
Group Activity /
Pair Activity: 3
pg63
Individual
Activity: 4
pg65
Determine the AC1: 1,2,3 Individual
integrated Activity: 5
change control pg70
procedures. Individual
Activity: 6
pg90
Produce the AC1: Individual
integrate 1,2,3,4,5,6 Activity: 7
project pg123
management
plan
document.
Obtain AC1: 1,2,3 Individual
approval for Activity: 8
the integrated pg143
project
management
plan.
Tip:
Evidence of remediation required, re-submission and re-assessment
must be indicated in the columns provided (2 nd Sub or 3rd Sub), and
feedback on re-assessment provided in the appropriate colour.
Key:
Clearly meets all the criteria
Meets some but not all criteria
Clearly does not meet any criteria
The assessor will use these symbols to indicate whether the evidence meets
the criteria.
The y are:
No. Principles Description
1. Fair The method chosen to assess the achievements must
be fair and must not present any barriers that are not
related to the evidence.
2. Systematic The assessment must be planned and recorded to
ensure that the assessment is fair.
3. Appropriate The method of assessment is suited for the
performance being assessed.
4. Manageable The methods used must be accessible, cost-effective
and must not interfere with the learning.
Time efficient Ensure that the assessment does not interfere with the
5.
normal daily activities or productivity of the candidate.
Open The candidate must contribute to the planning and
6. collecting of evidence. The candidate must understand
the assessment process and the criteria used.
7. Consistent The same assessor must make the same judgement
under the same or similar circumstances.
The Assessment Review document is located at the end of this guide. The
Assessment Review is conducted as a block review for the group of learners being
assessed by the Assessor. For alignment purposes the review includes a summary
of Learner details and results so ensure alignment between the completed block of
assessments and the review conducted. Assessment difficulties with individual
learners must be noted in the Learner Special Needs area.
2. Assessment Strategy
2.1 Assessment Activities and Methods
ASSESSMENT STRATEGY
Unit standard
BAND ON THE NQF
(Is assessment for making a judgment about achievement and to determine if the
candidate can obtain the credits for the unit standard. This is carried out when a
learner is ready to be assessed at the end of a programme of learning. )
ASSESSMENT INSTRUMENTS
Assessment Method
ASSESSMENT:
CONTEXT OF
Types of Evidence
ASSESSMENT CONDITIONS
CONTEXT OF ASSESSMENT:
Portfolio Activity:
From the above, it is evident that the candidate is required to
complete 4 areas of evidence for these Learning Units:
Knowledge Assignments
Practical Tasks
Class activities
Summative assessments
3. Portfolio of Evidence
Provide Assessor
page nr Checked
Evidence Requirements
as
reference
A Portfolio of Evidence Checklist completed
B Personal Information Form completed
C Declaration of Authenticity completed
D Copy of ID Included
Portfolio Activity:
Refer to the learner Guide per Specific Outcome for the assessment
activities related to each of the assessment criteria.
Tip:
Refer to the next section for the Portfolio Checklist that must be
completed by the assessor in preparation for the assessment. The
Portfolio Checklist will assist you in determining whether all the
assessment activities and related documentation has been included
in the candidate portfolio of evidence.
Level Credits 8
NQF 5
Assessment approach
Assessment What: How:
Approach Compile a plan Identify learner.
for assessment Select relevant unit standard and most
cost effective assessment instruments.
Review assessment instruments and
validate the instrument against the unit
standard.
Develop an assessment plan for the
learner and identify possible problems in
order to plan contingencies.
Prepare the Identify and prepare the venue to ensure
workplace and fair assessment practice.
the learner Identify and prepare all the role-players.
Consult with learner and agree on
assessment activity.
Conduct Review assessment plan with candidate.
assessment Gather, record and make judgements on
all the evidence.
Provide feedback to learner on every
assessment activity.
Make Make assessment decision and discuss
assessment the results with the learner.
decision Handle any disputes and identify matters
that require contingency planning.
Record and submit final results to
assessment co-ordinator.
Assessment against qualification Portfolio of evidence
Special None, upon request from learner, during the pre- assessment
Assessment
Requirements
meeting.
Model questions,
Assignments
Case study
POE
Written Report
2. Assessment Preparation
Candidates are prepared during the delivery of each activity contact time. All the
activities required for the assessment is described in the Learner Guide.
Tip:
Learners sign declarations that they were prepared, and include in
the submission of their Portfolios of Evidence.
THE ASSESSMENT PROCESS 1ST SUB 2ND SUB 3RD SUB ACTION/COMMENT
1. The assessment process was transparent, in that the Agree Agree Agree
candidates were allowed to provide input to the Disagree Disagree Disagree
accumulation of evidence.
2. The assessment process was transparent in that the Agree Agree Agree
candidates had a clear understanding of the evidence Disagree Disagree Disagree
requirements and the criteria against which the evidence
would be judged.
3. The assessment process is systematic and mirrored the Agree Agree Agree
candidates natural work environment. Disagree Disagree Disagree
4. The assessment instruments were clear and easily Agree Agree Agree
understood by the assessor. Disagree Disagree Disagree
THE ASSESSMENT PROCESS 1ST SUB 2ND SUB 3RD SUB ACTION/COMMENT
5. The assessor confirms being able to make the same Agree Agree Agree
judgements again, in similar circumstances. Disagree Disagree Disagree
THE ASSESSMENT EVIDENCE 1ST SUB 2ND SUB 3RD SUB ACTION/COMMENT
6. The evidence requirements are relevant to the unit Agree Agree Agree
standards. Disagree Disagree Disagree
7. The evidence identified for this portfolio is sufficient in the Agree Agree Agree
context of the unit standard and the assessor is confident Disagree Disagree Disagree
that the candidates can repeat the performance
consistently in the future.
8. The evidence produced by the candidates can be verified Agree Agree Agree
as being authentic. Disagree Disagree Disagree
9. The evidence is sufficient to prove that the candidates Agree Agree Agree
can perform the outcomes at the time when the assessor Disagree Disagree Disagree
declared them competent.
THE ASSESSMENT EVIDENCE 1ST SUB 2ND SUB 3RD SUB ACTION/COMMENT
10 The assessment methods are suitable for the outcomes Agree Agree Agree
being assessed. Disagree Disagree Disagree
11. The assessment does not present any barriers for the Agree Agree Agree
candidates. Disagree Disagree Disagree
12. All special needs have catered for and considered during Agree Agree Agree
the assessment. Disagree Disagree Disagree
13. The assessment instruments were manageable and user Agree Agree Agree
Declaration by Assessor
Assessor Date
Unit standard
Unit Assessment Target Revised Actual Date of Feedback from Assessor Candidate Comments
Number Methods Date for Date of Completion
Completion Completion
Assessor’s name
Date of feedback
Feedback to Assessor:
Action Required:
Date of review
Assessment approved by
Assessor’s name
Assessor’s signature Date
Candidate Assessor
Assessor
Date of assessment
Unit Standard Title
Level
Credits
SAQA ID
PRINCIPLES OF ASSESSMENT
PRINCIPLE ASSESSMENT PROCESS Yes/No COMMENT
FAIRNESS Learner was prepared for this assessment. Y N
ASSESSMENT FEEDBACK
REFERENCE ASSESSOR’S COMMENTS
TO UNIT
STANDARD
SO 1
SO 2
SO 3
SO 4
ACTION
PLAN: (If any)
ASSESSOR’S
SIGNATURE
ACTIVITY 8 Answers
1. d. Cleaning the building is a repetitive task that is done everyday. Hence it is not an
example of a project.
2. c. finish-to-start is the most commonly used relationship.
3. c. AOA activity diagrams are represented using finish-to-start representation.
4. a. Experts participating in the Delphi technique are anonymous.
5. b. Senior Management is responsible for issuing the charter.
6. c. This was an unplanned event that happened. Work around refers to handling of risk
that has occurred but was not planned for.
7. a. Schedules are most common cause of conflicts.
8. b. Problem-solving or Confrontation is the best solution for resolving conflicts and leads
to long-lasting conflict resolution.
9. b. Insurance is an example of transferring risk.
10. b. Grade refers to category or rank given to entities having same functional use but
different technical characteristics. As an example a basic $10K car belongs to a different
grade when compared to a $50K luxury car. Your expectations from the two cars and
their performances will differ because they belong to different grades.
11. d. Continuous small improvements is part of Kaizen theory. Hence a is incorrect. The
Plan-do-Check-Act doctrine was proposed by Deming.
12. b. Benchmarking is not a tool for Quality Control process
13. a. Pareto chart is built on the 80:20 theory. 80% of the defects are caused due to 20% of
the issues. A Project Manager needs to focus on these 20% issues.
14. d. Ishikawa or Fish bone diagram is the tool that the Project Manager is planning to use.
15. c. CDGIR represents the critical path. It is the longest path through the network with the
duration of 13.
16. d. The path ABIR has duration of seven. Hence B can be delayed by six days before the
next event can begin.
17. c. The path CDHR has duration of nine days. Hence H can be delayed by four days
before the next event can begin.
18. d. Job security, salary, clean and safe working conditions are examples of hygiene
factors. Appreciation at work is not a hygiene factor, but instead a motivating factor.
19. b. Physiological factors appear at the lowest level of Maslow's hierarchy triangle.
20. a. The other three options are examples of benefit measurement method.
21. d. Dynamic Programming is an example of Constrained Optimization method. Murder
board is an example of benefit measurement method.
22. c. Murder board is a process where a committee asks questions from project
representatives as part of the project selection process.
23. c. Control Scope process is part of scope management knowledge area.
24. a. WBS dictionary is the best option. WBS Dictionary identifies all the components used
in the WBS
25. d. Scope Verification is the process of the customer accepting the project deliverables.
26. d. Mean for PERT is defined as (P+4M+O)/6 which comes out to be 16 days.
27. b. Administer Procurements is a process in the Project Procurement Management
Knowledge area.
28. c. In oligopoly, the action of one seller has an impact on other sellers, as there are very
few sellers.
29. b. Each year $200 gets removed from the value of computer. After three years the value
becomes $400.
6. D. A weighted average for all four projects is computed and one with highest weighted
average is selected. For project D, the weighted average is (4*2) + (4*3) + (5*5) + (5*4).
Total score for project D is 65. This is highest across all projects.
7. D. Project D requires four quarters to payback the investments. This is the minimum
time when compared to other projects.
8. A
9. B. Payback period is eight quarters.
10. A. Cost variance is equal to Earned Value - Actual cost.
In all of the tables in this document, both the old and the new NQF Levels are shown.
In the text (purpose statements, qualification rules, etc), any reference to NQF Levels
are to the old levels unless specifically stated otherwise.
This unit standard does not replace any other unit standard and is not replaced by
any other unit standard.
A high degree of stability, few uncertainties or low rate of change with regard to
expected deliverables, phase contents, organisational process and procedures,
legislation and team members.
Limited range of different methods or approaches relating to the design and
creation of deliverables and end products.
Low to moderate impact on the environment and or socio economic elements;
Moderate to low need to comply with legislation; Moderate number of stakeholders
affected by or interested in the project.
Low strategic importance to the organisation or organisations involved; Not
necessary identified in strategic plans.
Stakeholders, that are in agreement about the characteristics of the product of the
project; Benefits of the project well defined and agreed.
Low number of different organisations participating in the project; A low number;
and or wide variety of interfaces between the project and other organisational entities
in order to produce the end deliverable.
SPECIFIC OUTCOME 1
Refine the project organisational structure, profiles, roles and responsibilities.
ASSESSMENT CRITERIA
ASSESSMENT CRITERION 1
Project organisation structure, roles, responsibilities and authorities are refined in
consultation with the client and/or management.
ASSESSMENT CRITERION RANGE
May include but is not limited to: project sponsor, project owner, steering committees,
reference groups, teams, contractors, specialised roles.
ASSESSMENT CRITERION 2
Project team profiles and structure are refined and documented in line with
organisational standards and procedures.
SPECIFIC OUTCOME 2
Determine the integrated change control procedures.
ASSESSMENT CRITERIA
ASSESSMENT CRITERION 1
Change request, monitor and control procedures are set up in accordance with
organisational and/or client standards and procedures and project needs.
ASSESSMENT CRITERION 2
Change control approval procedures and responsibilities are defined in required
format.
ASSESSMENT CRITERION 3
Configuration control procedures are defined in line with project objectives, product
needs and organisational standards and procedures.
SPECIFIC OUTCOME 3
Produce the integrate project management plan document.
ASSESSMENT CRITERIA
ASSESSMENT CRITERION 1
All component elements and/or plans are gathered, checked and interrogated for
cohesion and balance between them to ensure alignment to each other.
ASSESSMENT CRITERION RANGE
Component elements may include but are not limited to: scope management plan,
schedule, resource management plan, cost management plan, risk management
plan, quality management plan, communication management plan, stakeholder
management plan, control procedures, baselines.
ASSESSMENT CRITERION 2
Revisions to correct discrepancies between components are agreed with relevant
stakeholders and in the required format.
ASSESSMENT CRITERION 3
Project control mechanism and processes are defined in accordance with project
needs.
ASSESSMENT CRITERION 4
Performance measurement baselines are developed and agreed in accordance with
agreed success criteria and planned controls.
ASSESSMENT CRITERION 5
All components are integrated into the project management plan document.
ASSESSMENT CRITERION 6
SPECIFIC OUTCOME 4
Obtain approval for the integrated project management plan.
ASSESSMENT CRITERIA
ASSESSMENT CRITERION 1
The integrated project management plan is presented to the authorised individuals in
required format and time frame.
ASSESSMENT CRITERION 2
Approval is obtained for the integrated project management plan from the authorised
individuals in accordance with organisational standards and procedures.
ASSESSMENT CRITERION 3
The approved integrated project management plan is communicated to all
stakeholders in the required format and time frame.
Any institution offering learning that will enable achievement of this unit standard
or assessing this unit standard must be accredited as a provider with the relevant
ETQA.